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Financial Select Sector SPDR Fund

1,772 hedge funds and large institutions have $36.8B invested in Financial Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 636 increasing their positions, 727 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,772
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
23.76%
Holding in Top 10
100
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-15.25%
% of All Funds
1.34%
New
148
Increased
636
Reduced
727
Closed
114
Calls
$8.35B
Puts
$14B
Net Calls
-$5.69B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Shares
Change %
AO
626
Advisor OS
Illinois
$2.08M -$136K -2,591 -6%
WP
627
WealthShield Partners
North Carolina
$2.07M -$100K -1,915 -5%
EGA
628
E&G Advisors
Texas
$2.06M +$1.05K +20 +0.1%
CPC
629
CFC Planning Company
Indiana
$2.06M +$201K +3,832 +11%
AWM
630
Accel Wealth Management
Iowa
$2.05M +$47.6K +909 +2%
PEA
631
Park Edge Advisors
Ohio
$2.05M +$1.07M +20,493 +110%
CA
632
Crumly & Associates
Illinois
$2.05M -$109K -2,090 -5%
PA
633
Parallel Advisors
California
$2.04M -$16.4K -313 -0.8%
FAIM
634
Financial Advocates Investment Management
Washington
$2.04M -$867K -16,551 -30%
FFA
635
Farther Finance Advisors
California
$2.01M -$1.21M -23,176 -38%
KPWG
636
KFA Private Wealth Group
Virginia
$2.01M +$1.21K +23 +0.1%
MIM
637
MTM Investment Management
South Carolina
$2M -$3.3K -63 -0.2%
SCM
638
Schnieders Capital Management
California
$1.97M +$929K +17,731 +90%
WCM
639
Windsor Capital Management
Arizona
$1.96M -$186K -3,557 -9%
EW
640
Evoke Wealth
California
$1.96M +$234K +4,470 +14%
PTC
641
Private Trust Company
Ohio
$1.95M -$114K -2,170 -5%
BCM
642
Brookstone Capital Management
Illinois
$1.95M -$991K -18,915 -34%
CWM
643
Circle Wealth Management
New Jersey
$1.95M +$13.6K +259 +0.7%
PIA
644
Perennial Investment Advisors
California
$1.94M -$8.64K -165 -0.4%
MIM
645
Miller Investment Management
Pennsylvania
$1.94M
PI
646
PFG Investments
New York
$1.94M +$94K +1,795 +5%
ACA
647
Aptus Capital Advisors
Alabama
$1.94M -$17.8M -339,598 -90%
IA
648
IFP Advisors
Florida
$1.93M -$4.61M -88,100 -71%
FEM
649
Fulcrum Equity Management
Texas
$1.91M -$500K -9,542 -21%
NFG
650
Nations Financial Group
Iowa
$1.9M -$14.8K -282 -0.8%